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iShares S&P 500 Index shares owned by Pettinga Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pettinga Financial Advisors from 13F filings

Historical chart of Pettinga Financial Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Pettinga Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $47M 89k 525.73
2023-12-31 $45M 93k 477.63
2023-09-30 $36M 84k 429.44
2023-06-30 $30M 67k 445.71
2023-03-31 $28M 68k 411.08
2022-12-31 $41M 108k 384.21
2022-09-30 $40M 111k 358.38
2022-06-30 $43M 112k 379.06
2022-03-31 $50M 110k 453.97
2021-12-31 $31M 64k 476.99
2021-09-30 $24M 57k 430.61
2021-06-30 $24M 56k 429.93
2021-03-31 $22M 55k 397.28
2020-12-31 $32M 86k 375.37
2020-09-30 $26M 77k 336.05
2020-06-30 $24M 77k 309.69
2020-03-31 $17M 64k 258.40
2019-12-31 $20M 63k 323.28
2019-09-30 $19M 65k 298.52
2019-06-30 $20M 67k 294.42
2019-03-31 $19M 67k 284.56
2018-12-31 $13M 52k 251.60